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Philip Morris
PM

Overview Fund Activity

1,400 hedge funds and large institutions have $95.6B invested in Philip Morris in 2013 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 489 increasing their positions, 564 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,400
Holders Change
+93
Holders Change %
+7.12%
% of All Funds
40.66%
Holding in Top 10
91
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.78%
% of All Funds
2.64%
New
166
Increased
489
Reduced
564
Closed
58
Calls
$779M
Puts
$837M
Net Calls
-$58.3M
Net Calls Change
+$29.4M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$772M
2
Capital International Investors
Capital International Investors
California
+$366M
3
AIG
American International Group
New York
+$248M
4
BFA
BlackRock Fund Advisors
California
+$124M
5
BAM
Burgundy Asset Management
Ontario, Canada
+$101M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$401M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$363M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$280M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$190M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
751
WBH Advisory
Maryland
$1.75M +$30.6K +351 +2%
LW
752
Linscomb Wealth
Texas
$1.74M +$169K +1,940 +11%
WSC
753
Wellington Shields & Co
New York
$1.73M +$87 +1 +0%
ST
754
Smithfield Trust
Pennsylvania
$1.73M +$15.4K +177 +0.9%
ICOA
755
Investment Centers of America
North Dakota
$1.72M -$2.03M -23,303 -54%
KCM
756
Kanawha Capital Management
Virginia
$1.71M -$3.66K -42 -0.2%
MCMT
757
Moon Capital Management (Tennessee)
Tennessee
$1.71M +$29.7K +341 +2%
WSTAM
758
Wilbanks Smith & Thomas Asset Management
Virginia
$1.71M -$174K -1,998 -9%
LA
759
Lynch & Associates
Indiana
$1.7M +$89.2K +1,024 +6%
IIM
760
Intact Investment Management
Quebec, Canada
$1.69M -$26.1K -300 -2%
NRS
761
Neville Rodie & Shaw
New York
$1.69M +$13.1K +150 +0.8%
VAS
762
Valicenti Advisory Services
New York
$1.69M -$591K -6,787 -26%
PCM
763
Princeton Capital Management
New Jersey
$1.68M +$96.3K +1,105 +6%
CCT
764
Capital City Trust
Florida
$1.64M +$62.3K +715 +4%
KCPG
765
Kavar Capital Partners Group
Kansas
$1.63M +$1.63M +18,698 New
TYCC
766
Texas Yale Capital Corp
Florida
$1.62M -$162K -1,862 -9%
MWR
767
McAdams Wright Ragen
Washington
$1.62M -$549K -6,306 -25%
PHIMC
768
Private Harbour Investment Management & Counsel
Ohio
$1.62M +$17.4K +200 +1%
UAS
769
United Asset Strategies
New York
$1.6M +$121K +1,385 +8%
BT
770
Bankers Trust
Iowa
$1.58M +$31.1K +357 +2%
BPCA
771
Bank Pictet & Cie (Asia)
Singapore
$1.57M +$1.57M +18,052 New
RA
772
Rational Advisors
New York
$1.57M -$4.7K -54 -0.3%
HIM
773
Hermes Investment Management
United Kingdom
$1.55M -$218K -2,500 -12%
KWMG
774
King Wealth Management Group
Florida
$1.55M +$10.4K +119 +0.7%
GVT
775
Genesee Valley Trust
New York
$1.54M +$59.2K +679 +4%
29 30
31
32 33